Employee Management

Employee Data Templates

Download templates to bulk upload employee data

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Available Templates
Employee Master Template

Use this template to upload basic employee information

Required fields: employee_id, first_name, last_name, email, designation, joining_date, status
XLSX
Employee Master Template

CSV version of the employee master template

Required fields: employee_id, first_name, last_name, email, designation, joining_date, status
CSV
Assignment Template

Use this template to assign employees to branches and verticals

Required fields: employee_id, branch_id, vertical_id, role_id, start_date, is_primary
XLSX
Reporting Structure Template

Use this template to define reporting relationships between employees

Required fields: subordinate_id, manager_id, relationship_type, start_date
XLSX
How to Use Templates
  1. Download the template - Choose the format (Excel or CSV) that works best for you
  2. Fill in the data - Add employee information following the template structure
  3. Save the file - Make sure to save as .xlsx (Excel) or .csv (CSV) format
  4. Upload the file - Go to the specific upload page and submit your file
Quick Links
Upload Employee Master Upload Assignments Upload Reporting Structure
Need sample data?

Run the sample data creation script to populate the system with Indian employee data:

python scripts/create_sample_employees.py
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